AmplifyRIA, a Boston-based independent consulting firm, has joined forces with adviser matching service RIA Match to launch new financial adviser deal-making service, called RIA Match Concierge Consulting (RMCC).
The new service combines the technology platform with expert M&A consulting for RIAs that are looking to buy, sell, merge, join or add advisors, according to RIA Match.
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The new service supports the scale required to host a strong pool of top RIA firms with consulting experts navigating the engagement from introduction to completion.
The service offers advisers a guided experience with skilled consultants who balance qualitative criteria with quantitative metrics to find the right match.
RMCC will also address client anonymity and safeguards sensitive company information.
RIA Match CEO and founder Mary Ann Buchanan said, "Concierge Consulting offers advisers a unique combination of services at a value price point that is needed in today’s marketplace. Many RIA Match subscribers have asked for a more comprehensive solution in addition to the self-serve platform."
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